Reassign the office on a deal when the account's office is reassigned
We reassigned many accounts to another office recently. After running the Forecasting report I noticed that it was off. Turned out that the offices on the deals do not update under this workflow. I'd like for the office on any open deals to change to the affiliated account's new office when performing an office reassignment on an account.
Tim Wirth
shared this idea
I’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.
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Dan Lawrie
commented
A mgr created a Deal and set Office to Seattle. Then the Account was reassigned to a Local AE, but the Office remained as Seattle. As a result, the AE does not have access to the Deal, and the Mgr cannot update it either.
The software should be smart enough to know this and set the Office to LOCAL or close the Deal after reassignment
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Tim Wirth
commented
This only seems logical from a financial accounting perspective that Deals move with the accounts; otherwise, the customer needs to manually edit the deal and select the new office. Not very efficient, please correct this!